With a passion for helping clients build secure and prosperous financial futures, Seth specializes in financial plan development, crafting strategies that align with our families’ unique goals and life circumstances. He also provides guidance on 401(k) service and investment allocation, ensuring individuals and businesses make the most of their retirement plans. Seth’s expertise extends beyond investments to life insurance, disability coverage, and long-term care planning, offering guidance that brings reassurance and financial independence. Seth is committed to providing thoughtful insights and practical solutions. His dedication ensures every client feels confident about their financial future.
Seth is a CERTIFIED FINANCIAL PLANNER® and has worked in the financial services industry for over twenty years. Seth began his career in the retirement plan division of Invesco during the tech boom of the early 2000s. Experiencing firsthand the impact of the tech bubble, Seth was motivated to move from the transactional side to the planning side of the industry. Seth graduated from Oglethorpe University’s Certified Financial Planner program and earned his CFP® designation in 2005. Seth has worked extensively with RIAs (Registered Investment Advisors) in the greater Atlanta area before arriving at finoBlue.
Seth graduated from Rhodes College in Memphis, Tennessee with a Bachelor of Arts degree in English. Seth and his wife Kathryn have been married over twenty years and are the proud parents of two daughters. They have two golden retrievers, Goose and Sherbert. In his free time, he enjoys discovering new and exciting ways to fail at fantasy football and he also makes a delicious meatball.